2023 Form 5500 filing — Bme Services 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010072856NAL0020637313001) for Bme Services 401(K) Plan, reported by Bme Services, LLC under EIN 20-0096574 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010072856NAL0020637313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bme Services, LLC
- EIN
- 20-0096574
- Plan number
- 001
- Location
- Burlington, KY
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,004,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,004,052
- Employer contributions
- $222,873
- Participant contributions
- $626,898
- Total income / additions
- $1,796,356
- Benefits paid
- $826,371
- Administrative expenses
- $58,357
- Total expenses
- $884,728
- Net increase / (decrease)
- $911,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcf Advisors | NONE | $33,057 | not reported in the loaded dataset |
| Pension Corporation Of America | NONE | $22,256 | $207 |
| Charles Schwab Trust Bank | NONE | $3,044 | $430 |